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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,997 | $77,416-80.6% | $69,464-78.4% | $152,897-90.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.5%-42.5pp |
| Annual return | 3.81% | 39.08%-35.3pp | 28.98%-25.2pp | 345.43%-341.6pp |
| Employer contribution / active EE | $1,581 | $3,315-52.3% | $2,779-43.1% | $4,764-66.8% |
| Participant deferral / active EE | $1,863 | $4,413-57.8% | $3,536-47.3% | $5,851-68.2% |
| Admin fee / account holder | $11 | $6,208-99.8% | $3,840-99.7% | $11,599-99.9% |